The Open-End Investment Funds industry has been on a roller coaster ride over the past five years, largely due to equity market volatility. The biggest driver of growth for the industry has been the evolving investor preference for exchange-traded funds (ETFs). Due to improvements in underlying financial market conditions, new investor inflows are forecast to drive industry assets.
This industry comprises legal entities (funds) that earn fees by pooling and investing money, giving the investors rights to a proportional share of the fund performance. Ownership shares of these funds are sold to the public in initial public offerings with additional shares offered continuously. Investors redeem the shares at prices determined by the fund’s net asset value or market value. This report focuses on mutual funds and exchange-traded funds.
The report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecast, growth rates and an analysis of the industry key players and their market shares.